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THE GLOBAL TOP CAT

India’s Curse of Cash

By Yiannis G. Mostrous on Jan. 2, 2017
On Nov. 8, 2016, India’s Prime Minister Narendra Modi proved one more time that he’s not an ordinary politician when the government withdrew the legal-tender status of the 500- and 1,000-rupee currency notes. India’s decision to ban some currency has created problems, but only in the short term. The economy and market remain robust, and the coming volatility is an opportunity to buy.

Pivoting Defense Spending

By Yiannis G. Mostrous on Dec. 17, 2016
If the new administration lives up to its promises and increases the defense budget during its time in office, current equity valuations in the industry should be sustainable. But prospective investors should remember that the new administration’s first proposed budget will be for 2018, so the defense industry’s financial results won’t receive a bump until 2019. And not all companies will benefit to the same degree.

Greece: The View from the Bog

By Yiannis G. Mostrous on Jul. 28, 2015
Greece’s economic and political travails have garnered an outsized amount of media coverage for a country whose gross domestic product (GDP) accounts for about 1.4 percent of the US$18 trillion EU economy. We’re in a bull market for armchair analysis of Greece’s fiscal and economic woes and the government’s efforts to negotiate with its fellow EU members. Here is the situation on the ground.

Betting on Japan

By Yiannis G. Mostrous on Nov. 13, 2014
Next year, we’ll find out whether Prime Minister Shinzo Abe’s “three arrows”—fiscal stimulus, monetary easing and structural reforms—will hit their target, stimulating Japan’s ailing economy and pulling the country out of stagflation.

Precious Advice: Not Time to Buy Gold

By Yiannis G. Mostrous on Jun. 27, 2013

With exchange-traded funds still selling bullion and India's gold demand under pressure, investors shouldn't regard growing concerns about the global economy as a cue to pile into the yellow metal. Freeport McMoran Copper & Gold's (NYSE: FCX) low production costs and above-average dividend yield make the stock a solid bet for deep-value investors with a longer time horizon.

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